Our Services
Guidance you can trust.
Solutions designed around you.
At Providence Legacy Advisors, our work is rooted in a single goal: helping you make thoughtful, values-based financial decisions with confidence. We offer a range of services tailored to your needs—whether you’re planning for the future, managing wealth, or navigating a complex financial challenge today.
A clear path forward—rooted in your values.
At Providence Legacy Advisors, we believe financial planning should reflect not only your goals, but also your principles. Our comprehensive plans bring together every aspect of your financial life—including retirement, tax strategy, estate planning, education funding, and risk management—to help you make thoughtful, purpose-driven decisions with clarity and confidence.
Whether you're building a legacy, preparing for retirement, or navigating a transition, we provide structure, insight, and support every step of the way.
FINANCIAL PLANNING
Strategic, disciplined, and built for the long term.
We manage your investments with a long-term mindset and a disciplined process. Each portfolio is designed to align with your goals, time horizon, and risk tolerance, using strategic asset allocation, ongoing monitoring, and tax-efficient strategies.
Our approach is grounded in evidence-based investing, favoring low-cost vehicles and diversification to help reduce risk and enhance return. We manage portfolios with care, consistency, and transparency—always acting in your best interest.
INVESTMENT MANAGEMENT
Insightful guidance for complex financial decisions.
Sometimes, financial needs don’t fit neatly into a plan or portfolio. That’s where our consulting services come in. We offer tailored financial guidance to individuals, families, and institutions facing complex decisions—from outsourced CFO support and business modeling to strategic planning and financial analysis.
These engagements are customized to your goals, delivered with discretion, and informed by over two decades of leadership and advisory experience.
CONSULTING SERVICES
We are fiduciaries—legally and ethically bound to act in your best interest. We never accept commissions or third-party compensation. Our only focus is providing advice and services that serve you well.
FIDUCIARY. FEE-ONLY.
FOCUSED ON YOU.
Let’s Work Together
Info@ProvidenceLegacyAdvisors.com
(484) 302-8343
1625 New London Road
Landenberg, PA 19350